Our Clients

Since Level One’s establishment in 2004, we have built lasting relationships with a diverse range of loyal clients. Our clients have come to expect and appreciate the high level of service we afford them in all areas of taxation, business and financial planning advice.

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Our Values and Culture

We believe we must act in our client’s best interest first, serve the interests of our profession second and ourselves last. This philosophy may seem very selfless and perhaps counter intuitive to running a successful business, but it is our philosophy and it works.

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Our Investment Approach

We have a conservative approach to investing and always act in your best interests. Careful consideration of your individual needs and objectives is undertaken before any investment recommendations are made. This is how we ensure that your investment portfolio – your legacy – is invested appropriately to benefit you and help you achieve your financial goals.

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Financial Services Guide & Adviser Profile

The main purpose of this document is to ensure you are given adequate information about the financial services being offered. It contains information about the services we offer you, how we are paid, any potential conflict of interest we may have, our internal and external dispute resolution procedures and how you can access them.

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Corporate Profile

Level One Chartered Accountants & Financial Planners is a dual practice based in Wollongong with a core focus of providing high quality professional services to a long term diverse and loyal client base which has grown steadily over the years.

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Our Fees

Fee for Service is exactly what it sounds like: you are charged a fee for the service you are provided. This fee could be calculated upon an hourly rate, be a percentage of your assets under management or be a fixed fee agreed upon for the service sought.

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Staff Profiles

We value our staff and believe that they are the best at what they do. The longevity and experience of our staff speaks for itself and ensures that we can continue to provide high quality professional services to our clients, whilst building lasting relationships.

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